Sowell Financial Services’s United-Guardian UG Stock Holding History

Sowell Financial Services’s Portfolio UG Stock Details UG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-20	Closed	–	–	2863
2020 Q3	$0	Hold	20	–	–	﹤0.01%	2712
2020 Q2	$0	Buy	+20	New	+$299	﹤0.01%	2668

Other funds holding UG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sowell Financial Services's UG Position: Q4 2020 in Review

Sowell Financial Services sold out of United-Guardian (UG) in Q4 2020, closing a stake of 20 shares.

Sowell Financial Services first reported a position in UG in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 28 funds tracked by Wall St. Rank hold UG as of Q4 2020.

Sowell Financial Services reported no remaining United-Guardian position as of Q4 2020 after selling out during the quarter.
Sowell Financial Services sold 20 United-Guardian shares in Q4 2020.
Sowell Financial Services first reported a position in United-Guardian in Q2 2020 and held it in 2 quarters.
Sowell Financial Services's United-Guardian position peaked at $0 in Q3 2020.
28 funds tracked by Wall St. Rank held United-Guardian as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.